Guadalupe LUNA signed GMG Health Systems, Ltd. DBA Gonzaba Medical Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GMG Health Systems, Ltd. DBA Gonzaba Medical Group's EIN is 74-2959213.
Download the official 2024 Form 5500 (PDF) for GMG Health Systems, Ltd. DBA Gonzaba Medical Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GMG Health Systems, Ltd. DBA Gonzaba Medical Group's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST BANK | 74-6036463 | — | ADVISOR | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor* Fidelity Advisor Freedom 2045 Fund—Class K6 | Mutual Funds | — | — | $7.6M | 19.5% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2035 Fund—Class K6 | Mutual Funds | — | — | $6.0M | 15.5% | |
| Fidelity* Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 9.6% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2030 Fund—Class K6 | Mutual Funds | — | — | $3.1M | 7.9% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2025 Fund—Class K6 | Mutual Funds | — | — | $3.0M | 7.8% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2040 Fund—Class K6 | Mutual Funds | — | — | $2.7M | 7.1% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2050 Fund—Class K6 | Mutual Funds | — | — | $2.0M | 5.1% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2055 Fund—Class K6 | Mutual Funds | — | — | $1.3M | 3.4% | |
| Fidelity* Fidelity Government Money Market Fund—Class K6 | Mutual Funds | — | — | $1.2M | 3.0% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2020 Fund—Class K6 | Mutual Funds | — | — | $1.1M | 2.7% | |
| Fidelity* Fidelity Short Term Bond Index Fund 10 Harbor Capital Appreciation Fund Investor Class | Common Collective Trusts | — | — | $978K | 2.5% | |
| maturing through 2030 | Other securities | — | — | $840K | 2.2% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2015 Fund—Class K6 | Mutual Funds | — | — | $633K | 1.6% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2060 Fund—Class K6 | Mutual Funds | — | — | $616K | 1.6% | |
| Fidelity Advisor* Fidelity Advisor Balanced Fund—Class Z | Mutual Funds | — | — | $527K | 1.4% | |
| BlackRock Health Sciences Opportunities Portfolio Investor A Shares | Other securities | — | — | $507K | 1.3% | |
| Fidelity* Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $401K | 1.0% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $321K | 0.8% | |
| MFS International Equity R6 | Mutual Funds | — | — | $291K | 0.7% | |
| Fidelity* Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $281K | 0.7% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2010 Fund—Class K6 | Mutual Funds | — | — | $269K | 0.7% | |
| Fidelity Advisor* Fidelity Advisor Freedom 2065 Fund—Class K6 | Mutual Funds | — | — | $244K | 0.6% | |
| Frost Total Return Bond Fund Investor Class | Other securities | — | — | $234K | 0.6% | |
| Franklin Templeton Franklin Small Cap Growth Advantage | Mutual Funds | — | — | $212K | 0.5% | |
| MFS Value Fund—Class R6 | Mutual Funds | — | — | $146K | 0.4% | |
| Fidelity Advisor* Fidelity Advisor Freedom Income Fund—Class K6 | Mutual Funds | — | — | $142K | 0.4% | |
| Fidelity* Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $115K | 0.3% | |
| American Century American Century Heritage Fund—Class R6 | Other securities | — | — | $114K | 0.3% | |
| American Beacon American Beacon Small Cap Value Class R6 | Other securities | — | — | $94K | 0.2% | |
| Columbia Threadneedle Columbia Strategic Income Fund Institutional 2 Class | Other securities | — | — | $92K | 0.2% | |
| MGL Asset Strategy Fund—Class I | Other securities | — | — | $38K | <0.1% | |
| PIMCO Real Return Fund Administrative Class | Mutual Funds | — | — | $21K | <0.1% | |
| Fidelity* Fidelity International Index Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc.—Class Z | Common Stocks | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
